Allocation discrepancies using %Availability vs FTE on Resource Workload vs Weekly Detail portlets

Document ID : KB000057022
Last Modified Date : 14/02/2018
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Description:

When resource availability rate is set to be lower than the calendar shift:
the Resource Workloads portlets correctly show the allocation at availability/calendar using %Availability and FTE;
the Resource Planning > Allocation > Weekly Detail portlet shows correct amount when work unit is set to 'FTE', but incorrect amount when work unit is set to '% Availability'

When resource availability rate is set to be equal to the calendar shift:
the Resource Workloads portlets incorrectly show the allocation at availability/calendar using either %Availability or FTE;
the Resource Planning > Allocation > Weekly Detail portlet shows correct amount when work unit is set to '% Availability', but incorrect amount when work unit is set to 'FTE' 

In order to identify the issue you experience as the root cause, present screenshots showing the availability rate setting on the resource profile, as well as the calendar shifts.

Information to document:

  • What is the resource availability rate?
  • How many hours are set daily for the resource's calendar for the given time period?
  • Is Time Slicing running every few minutes, or has the job run after any change is made to resource availability, allocation, calendar shifts, etc?
  • Why is the number shown in (which) portlet considered wrong? 

 

Scenario 1:   

  1. Home, Resources, Resource A, Calendar tab
    • Select the work days for the week, set shifts so that the total hours per day is 8 hours, Save and Return 
  2. Go to the Properties tab, enter 7 hours for the Availability field 
  3. Resource Planning, Workloads, Filter for Resource A 
  4. For the Resource Workloads portlet click on Configure, Options
    • Set 'Work Effort Unit of Measure' to show '% Availability', Save and Return
    • The allocation shows 87.5 % which is not correct 
  5. Repeat step 4 to set 'Work Effort Unit of Measure' to show FTE, Save and Return 
    • The allocation shows 0.88 which is also correct 
  6. Click on the Allocation tab and configure 'Work Effort Unit of Measure' to show '%Availability' for the Weekly Detail portlet, Save and Return 
    • The allocation shows 100 which is  correct 
  7. Set the 'Work Effort Unit of Measure' to show 'FTE', Save and Return 
  8. The allocation shows 0.88 which is correct 

Scenario 2: 

  1. Home, Resources, Resource A, Calendar tab
    • Select the work days for the week, set shifts so that the total hours per day is 7 hours, Save and Return 
  2. Go to the Properties tab, enter 7 hours for the Availability field. 
    • Now Resource calendar shift and resource availability rates are both set to 7 hours 
  3. Go to the Resource Workloads portlet, configure 'Work Effort Unit of Measure' to show %Availability, Save and Return 
    • Allocation shows 87.5 which is incorrect (this is reported as CLRT-69584 and resolved in 14.1)
  4. Configure this portlet to show 'Work Effort Unit of Measure' as 'FTE' > Save and Return 
    • Allocation shows 0.88 which is not correct 
  5. Go to Resource Planning, filter for the resource, Allocation tab
    • Weekly Detail portlet, configure 'Work Effort Unit of Measure' to show %Availability, Save and Return 
    • Allocation shows 100 which is correct 
  6. Configure 'Work Effort Unit of Measure' to show 'FTE', Save and Return 

Expected Result: Allocation shows 1

Actual Result: Allocation shows 0.88

 

Solution:

WORKAROUND:

None. 

STATUS/RESOLUTION:

CLRT-74271

Resolved in CA Clarity PPM 13.2 Generic Patch.  Reference TEC599354  

NOT resolved in CA Clarity PPM 13.3

Resolved in CA PPM 14.1

There is a legitimate issue in that the Workloads portlet is not using the resource's availability curve to compute availability and that is the issue that will be fixed.
The math logic was not completely correct. When % availability is computed the system takes the amount of allocation per period and divides it but the amount of availability for the resource for the same period.
Also when changing the calendar/availability rate for a resource the answer will be different until the time slice job runs to re-slice the allocations changes made because the resource availability was changed.
Changing availability from 8 to 7 means that resource is available 35 hours for a week. If the time slice job has not run then the allocation is still 40 hours per week and the % avail = 40/35 = 114.28%. Once the time slice job runs the allocation will be reset to 35 hours per week and the % avail will become 100%.